Customer Profile
Leidos
Leidos Holdings, Inc.
Leidos is a science and technology company that delivers engineering, IT, digital, and mission support services 1. It serves primarily U.S. government customers, including NASA and the Department of Defense 3. The company operates in the space sector by providing mission support, ground systems development, and data analytics 13.
For Rocket Lab investors, Leidos represents a high-value customer in the government and defense contracting ecosystem 3. Leidos acts as a key integrator for major aerospace programs 5. The company maintains a market capitalization of approximately $20 billion as of January 13, 2026 (estimate) 1.
Investment Thesis
Leidos is a science and technology company that delivers engineering, IT, digital, and mission support services 1. It serves primarily U.S. government customers, including NASA and the Department of Defense 3. The company operates in the space sector by providing mission support, ground systems development, and data analytics 13.
For Rocket Lab investors, Leidos represents a high-value customer in the government and defense contracting ecosystem 3. Leidos acts as a key integrator for major aerospace programs 5. The company maintains a market capitalization of approximately $20 billion as of January 13, 2026 (estimate) 1.
Key Differentiators
- • Government Integration: Acts as a key integrator for Department of Defense and NASA missions 5.
- • Diverse Space Capabilities: Specializes in space operations, ground systems development, and space domain awareness technologies 3.
- • Mission Support: Provides advanced sensing payloads, mission software, and secure ground systems 3.
Risk Factors
- • Market Cap Volatility: Valuation is approximately $20 billion as of January 13, 2026 (estimate) 1.
Rocket Lab Relationship
Leidos is a verified Rocket Lab customer within the Launch Services segment, specifically utilizing the HASTE (Hypersonic Accelerator Suborbital Test Electron) vehicle 5. Leidos signed a contract with Rocket Lab to launch four HASTE missions under the MACH-TB project 5.
To date, Leidos has completed two successful suborbital HASTE launches: Scout's Arrow (DYNAMO-A) on June 18, 2023, and HASTE A La Vista (MACH-TB) on November 24, 2024 5. This relationship indicates a recurring revenue stream from defense-related hypersonic testing services 5.
Technology
Leidos utilizes advanced sensing payloads, mission software, secure ground systems, and space domain awareness technologies 3.
Space Activity
The company specializes in space operations, ground systems development, data analytics, and scientific research for aerospace programs 3. Leidos also provides mission support and engineering services for large-scale government aerospace programs 5. Notable activities include deploying a potable water system to the International Space Station 4.
Leadership
Thomas A. Bell, CEO and Director. Previously President of Rolls-Royce Defense and Chairman and CEO of Rolls-Royce North America, Inc. Holds a BA from Louisiana State University and an MBA from the Florida Institute of Technology.
Launch History
Rocket Lab mission record for Leidos
Most recent completed flight: HASTE A La Vista on Nov 24, 2024.
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